According to a report on March 13, 2018, the Ministry of Environmental Protection recently held a party group (enlargement) meeting of the Ministry of Environmental Protection. The meeting emphasized that the Central Rural Economic Work Conference has made a series of major policy decisions to strengthen rural ecological and environmental protection, emphasizing that people must Natural harmony and symbiosis, take the road of rural green development, and realize the unity of the rich people and ecological beauty. The three major action plans for the implementation of air, water, and soil pollution prevention and control are related to the requirements of environmental protection in rural areas, with the innovation in institutional mechanisms as a breakthrough, strengthening the comprehensive improvement of outstanding environmental issues in rural areas, continuing to improve the rural human settlement environment, and coordinating the governance of lakes and grassland in forest lands and forests. , increase the supply of agricultural ecological products and services, so that rural areas will become a beautiful home to live and work in peace and contentment. According to the Ministry of Environmental Protection, the second round of central environmental supervision will be planned for 2019. From the end of 2015 to the end of 2017, China has already conducted the first round of central environmental protection inspections for 31 provinces (cities, districts) to effectively promote local The implementation of environmental protection work has solved a large number of outstanding environmental protection issues and made the environment improved. The next three years to lay a good battle against pollution At the National Environmental Protection Working Conference in 2018, the next three years will focus on combating pollution. The most important task is to fight against the blue skies and further reduce PM2.5 concentrations. This is destined for environmental supervision and inspections to be conducted strictly for three years. In addition to Beijing-Tianjin-Hebei and surrounding areas and the Yangtze River Delta region, this supervision will also be the first time in the plains (including Xi'an and Xianyang in Shanxi Province and Shaanxi Province). Include major areas for air pollution control. In 2018, we must make greater progress in promoting pollution prevention and control, and consolidate the achievements in the battle against blue skies; in 2018, sulfur dioxide and nitrogen oxide emissions should be reduced by 3%, and the concentration of fine particulates (PM2.5) in key areas should continue to decline; and the promotion of ultra-low steel and other industries should be promoted. Emissions retrofitting; raising pollution emission standards, implementing deadlines to meet standards; carrying out special treatment of diesel trucks exceeding discharge; deepening water and soil pollution prevention and control, reducing chemical oxygen demand and ammonia nitrogen emissions by 2% this year; implementing comprehensive treatment of key river basins and sea areas, Comprehensively renovate black and odorous water bodies; increase the construction of sewage treatment facilities and improve the charging policies. Restricted starting of raw material manufacturers The increase in environmental supervision will inevitably impose restrictions on the production of chemical plants. Chemical plants are faced with problems such as suspension of maintenance and production restriction, and they have eliminated some of their backward production capacity and have affected manufacturers' production. At present, the market demand is in the recovery phase, and the atmosphere of market trading is light. With the passage of time, the downstream manufacturers started to return to normal. The market demand has recovered, and it is difficult for manufacturers to start the restoration. The support for product prices has caused some chemical raw materials prices to rise. Some of the raw materials needed for tires such as carbon black, rubber chemicals, and steel cords are affected by national environmental protection policies. The start-up has been restricted to varying degrees. At the same time, the prices of upstream raw materials from these manufacturers have also increased, making carbon black, Additives and other high prices. It is reported that the price of raw coal tar in the upper reaches of carbon black has recently declined, the support cost for carbon black production has weakened, and the price of carbon black has a slight downward trend. However, the environmental supervision of 2018 has not diminished, and the load of carbon black manufacturers is not high. The problem of tight supply still persists. In addition, the Ministry of Environmental Protection issued the “Environmental Comprehensive List (2017 Edition)†in February to incorporate domestic major rubber additives into the “double high†products, which will be relevant to the relevant products. Both production and sales have an impact. Therefore, it is unlikely that the price of carbon black will drop sharply. There may be a slight drop. Environmental protection equipment is about to be networked It is reported that from April 1, 2018, China's Ministry of Environmental Protection will conduct an on-line remote monitoring of the environmental protection equipment of factories across the country. The inspections will be intensified, the production requirements of tire companies will be more stringent, and the production will be under pressure. According to the tire companies, the national The networking of environmental protection equipment generates certain cost pressures on the production of tires. The specific increase in costs is mainly reflected in the power consumption of the equipment, and the electricity bill may increase. To sum up, the environmental protection situation in 2018 is still severe. In addition to bearing the cost pressures of rising raw material prices, tire companies will also be subject to increased tire manufacturing costs. In addition to environmental protection factors, some market changes, new policies, emergencies, etc. There will also be pressure on tire companies. Care must be taken to monitor changes in the tire market and changes in national policies.
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The environmental protection situation is still grim, tire companies may be under pressure